Rolling budgets - Feedback

Feedback & Ideas Emma Pro
41

Hi

Prob can’t do it but wanted to check I was not missing something.

I want rolling budgets - but only for one or two categories. For example my insurance budget needs to be yearly has some insurances are paid yearly.

But my food is just monthly and I don’t want any extra to roll over.

Is it a all or nothing type thing?

Cheers

42

Hey @Bigben :wave:

Welcome to the Emma Community!

At the moment it’s an all-or-nothing thing - but we do like the idea of setting individual rolling budgets.

I’ll let you know if this is something we decide to start working on :blush:

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43

Yes great, or an annual budget just for one or two categories would be OK too

Cheers

1 Like
44

every month

45

I have used Mvelopes in the past. It has a “sweep” feature which allows you to rollover unused money to other categories for the next month.
I liked being able to allocate my monthly budgeted amounts to cyber “envelopes” and move money around between envelopes when needed. I also liked how easy it was to allocate 1/12 of any yearly expense (like insurance) to a budget category each month so I wouldn’t spend it on something else. I’m hoping to use the rollover feature in Emma (as it further develops) to help me with those tasks.
I realize that Emma is not an “envelope” budget system. The reason I switched is b/c Mvelopes does not support all of my bank accounts. Emma pulls in EVERYTHING!

46

Hi,

I just wanted to add that I would also find out extremely useful to either a) be able to set rolling budgets per category instead of on or off for all categories or b) be able to set an annual budget.

I think one or the other would probably satisfy most users, in practice they seem like a slightly different view on the same thing to me.

Thanks!

1 Like